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Salary: USD 90,000 - 115,000 / annual
Clear Street is a diversified financial services firm modernizing the brokerage ecosystem with a cloud-native clearing and custody platform. Founded in 2018, the company serves institutional brokerage, custody, and retail businesses globally.
The Global Tax Operations team ensures compliance across Clear Street Group, managing U.S. information reporting and withholding, FATCA, CRS, QI/QDD, and securities taxation obligations. The US Tax Ops team specifically handles withholding tax compliance (Chapters 3, 4, 61, 871(m), 1446(f), 305(c)), cost basis and wash sale reporting, tax information reporting (Forms 1099, 1042-S, 1042), nonresident alien withholding and treaty eligibility validation, and tax documentation validation.
In this hands-on, data-driven operational role, you will maintain daily tax records, collaborate with third-party providers, and support the broader Global Tax Operations team to deliver accurate, timely client reporting and annual Form 1099 & 1042-S filings within a fast-paced broker-dealer, custody, and retail environment.
Key responsibilities include: reviewing and cleansing tax information daily; validating tax documentation (W-8/W-9); calculating, applying, and reconciling U.S. withholding under various chapters and sections; preparing and filing U.S. information returns; performing reconciliations of withholding and reporting data; responding to IRS, audit, and regulatory inquiries; executing test cases for tax reporting and withholding system enhancements; partnering with Operations & Technology to resolve data issues and streamline automation; and maintaining detailed process documentation while contributing to continuous process improvements.
Clear Street requires employees to be in the office 4 days per week. The company offers competitive compensation, company equity, 401k matching, gender-neutral parental leave, and full medical, dental, and vision insurance. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, and a great location with amazing views.
REQUIREMENTS:
- 1–3 years of hands-on experience in tax operations
- Experience with U.S. information reporting & withholding obligations
- Technical knowledge of IRS obligations under Chapter 3, Chapter 4 (FATCA), Chapter 61, §871(m), and §1446(a) and (f)
- Practical experience with broker-dealer, prime brokerage, and custodial operations
- Familiarity with IRS systems (FIRE, EFTPS, and the forthcoming IRIS system) and tax documentation platforms
- Proven ability to work with large data sets, reconcile reporting/withholding amounts, and identify discrepancies
- Detail-oriented with a control and risk-focused mindset
- Strong problem-solving skills and ability to work independently in a fast-paced environment
- Excellent communication skills to coordinate with internal stakeholders and respond to regulatory queries
- Series 99 and/or Series 7 preferred, or willingness to obtain
